Actioning Tasks

Tasks are items requiring action by one or more users. This article explains how you action Tasks on the Desktop.

Tasks can be actioned by

1. Editing Task details, 
2. Adding Comments,
3. Updating the Status Individually or in Bulk, or
4. Changing the Completion Date.

Editing Task Details

1. From the left menu, navigate to Safety Manager > Task Manager.
2. To open the Task, 
   • Click on the Task title and select Edit in the top right corner, or
   • Select more options ••• > Edit.
3. Edit fields as required.
4. Click Save.

Adding Comments

1. From the left menu, navigate to Safety Manager > Task Manager.
2. Select the Task title to open, and type in the Add a Comment field.
3. If needed, click Attach to attach a file. 
4. Click Submit to add the comment.

Updating the Status

For a Single Task

To edit a single Task, it must be assigned to you.

1. From the left menu, navigate to Safety Manager > Task Manager.
2. Click on the Task title to open.
3. Use the Status dropdown to update the status. If it's not assigned to you, click Assign to Me and then update the status. 

For Multiple Tasks

1. From the left menu, navigate to Safety Manager > Task Manager.
2. Select the checkbox beside the Created Date for all required Tasks. 
3. Under Bulk Action, select Assign or Withdraw, then Apply.
   1. If assigning, select the Assignees, then OK.  

Changing Completed Date

1. From the left menu, navigate to Safety Manager > Task Manager
2. To open
   • Click on the task title and Edit in the top right corner, or
   • Select more options ••• View
3. From the task view select more options ••• Edit date completed
   
4. Update the New date completed and Time.
5. Click Save.

What's Next?

• Adding Tasks